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Friday, July 1, 2022

Week 26: June 26, 2022 -- July 2, 2022.

Top story of the week:

  • Joe Biden is still president.
  • SCOTUS rules against EPA

Top international non-energy story:

  • The Ukraine war drags on.

Top international energy story:

Top national non-energy story:

  • "January 6th" hearings continue — compelling.
  • NCAA football: USC and UCLA to join the Big 10, exit the PAC-12.

Top national energy story:

  • President Biden says no relief in sight for high gasoline prices;
    • bans more offshore drilling
    • mainstream media accepts it

Top North Dakota non-energy story:

Top North Dakota energy story:

  • Chord Energy: Oasis + Whiting.

Geoff Simon's top North Dakota energy stories:

Bakken economy:

Commentary:

Blogging Will Be Delayed -- I Noted A Voltage Irregularity In My System -- July 1, 2022

LOL.

It is accurate that blogging will be delayed, but it's not due to any voltage irregularity.

Sophia and I spent the early afternoon swimming and sailing on the lake. 

Grapevine Lake, north Texas near DFW Airport.

Lake water warm but very, very refreshing. 

While I was swimming, Sophia was racing her "Zest" sailboat with her friends.

NDIC Hearing Dockets -- July, 2022

Usual disclaimer applies: I do this quickly for my benefit. I do not expect readers to read this summary. There will be content and typographic errors. I used shorthand that may be confusing.  For all I know the links may not even be correct. I haven't checked them in quite awhile. In a long note like this there will be content and typographical errors. If this is important to you, go to the source.

Link here.  

Tracked on the blog here.

Wednesday, July 20, 2022
Two Pages
: link here.

Cases, not permits.

  • 29450- 29452: Dakota Gasification Company.Carbon capture and storage.

Wednesday, July 27, 2022
Eight pages
: link here.

Cases, not permits.

  • 29453: Empire North Dakota LLC, Starbuck-Madison Unit, unitization, Bottineau County.
  • 29454: Oasis, Bonetrail and/or Tyrone-Bakken, establish an overlapping 3840-acre unit, sections 1/2/11/12/13/14-156-102; Williams County; one well.
  • 29455: Oasis, Bonetrail-Bakken, establish an overlapping 3840-acre unit; sections 2/3/10/11/14/15-156-102; Williams County; one well.
  • 29456: Oasis, Bonetrail-Bakken, establish a standup 1920-acre unit, sections 2/11/14-156-102, Williams County; four wells.
  • 29457: Oasis, Bonetrail-Bakken, establish an overlapping 3840-acre unit, sections 22/23/26/27/34/35-156-102; Williams County; one well.
  • 29458: Oasis, Bonetrail-Bakken and/or Tyrone-Bakken, establish an overlapping 3840-acre unit, sections 23/24/25/26/35/36-156-102, Williams County; one well.
  • 29459: Oasis, Bonetrail-Bakken, establish a standup 1920-acre unit, seection 23/26/35=156-102, Williams County; four wells.
  • 29460: SEG Williston, LLC; Stanley-Bakken; establish an overlapping 2560-acre unit, sec tioons 1/2/11/12-155-91; Mountrail County; one well.
  • 29461: Murex, Stanley-Bakken establish an oveerlapping 2560-acre unit, sections 25/26/36/36-155-91; Mountrail County; two wells.
  • 29462: Murex, Sanish-Bakken, establish two overlapping 2560-acre units; sections 1/2/11/12 and sections 2/3/10/11-154-91; Mountrail County, two wells on each; four wells.
  • 29463: Kraken, Big Stone-Bakken; two 1920-acre stand-up wells; sections 6, 7, and 18, and sections 19, 30, 31-159-98; five wells on each unit; Williams County; ten wells.
  • 29464: Kraken, Squires and/or Hebron-Bakken, establish two overlapping 3840-acre units, sections 5/6/7/8/17/18 and sections 19/20/29/30/31/32-155-103; Williams County; one well on each unit; two wells.
  • 29465: Hess, pooling, Ray-Bakken pool; Williams County
  • 29466: Oasis, pooling, Bonetrail and/or Tyroone-Bakken, Williams
  • 29467: Oasis, pooling, Bonetrail-Bakken, Williams
  • 29468: Oasis, pooling, Bonetrail-Bakken, Williams
  • 30469: Oasis, pooling, Bonetrail-Bakken; Williams
  • 29470: Oasis, pooling, Bonetrail_Bakken, Williams County;
  • 29471: Oasis, pooling, Bonetrail-Bakken; Williams County
  • 29472: Oasis, pooling, Baker-Bakken, McKenzie County
  • 29473: Grayson-Mill; commingling;
  • 29474: SEG Williston, LLC, Stanley-Bakken; a 1280-acre unit, sections 2/11-155-91, Mountrail County; six wells.
  • 29475: SEG Williston, LLC, pooling, Stanley-Bakken, Mountrail
  • 29476: Ovintiv, commingling,
  • 29477: BR, commingling,
  • 29478: MRO, Killdeer-Bakken, a standup 1600-acre unit, W/2 of sections 16/21, NW/4 of section 28, E/2 of sections 17/20, and NE/4 of section 29-145-94, Dunn County; eight wells.
  • 29479: MRO, Killdeer-Bakken, a standup 1280-acre unit, sections 17/20-145-94; Dunn County; five wells.
  • 29480: Hess Water Services, SWD, Tioga Field, Mountrail County
  • 29481:Hydra Services, SWD, Ellisville Field, Williams County

Thursday, July 28, 2022
Eleven pages
: link here.

Cases, not permits.

  • 29482: CLR, North Tioga and/or Viking-Tioga-Bakken pool; amend; i) establish two overlapping 1920-acre units, sections 3/10/15 and sections 22/27/34-160-94, three wells on each; ii) establish an overlapping 3840-acre unit, sections 2/3/10/11/14/15-160-94, one well; Burke County, seven wells.
  • 29483: Grayson Mill, Elk-Bakken, establish two overlapping 2080-acre units, W/2W/2 of section 14 and all of sections 15/16/17 and all of section s20/21/22 and the W/2W/2 of section 23-151-102, four wells on each of the two overlapping units; McKenzie; eight wells.
  • 29484: Grayson Mill, Rosebud and/or Hardscrabble-Bakken, i) establish an overlapping 1920-acre unit, sections 1/12/13-153-102; six wells; ii) establish an overlapping 3840-acre unit sections 1/2/11/12/13/14-153-102, one well; Williams, Mckenzie; seven wells.
  • 29485: Grasyon Mill, Squires and/or Painted Woods-Bakken, i) establish two overlapping 1920-acre units, sections 31/32/33-155-103; and sections 4/5/6-154-102, four wells on each; ii) establish two overlapping 2240-acre units W/2 of section 26 and all of sections 27/28/29 and all of sections 32/33/34 and the W/2 of sections 35-154-103; four wells on each of the two units; and, iii) establish an overlapping 3840-acre unit sections 28/29/30/31/32/33-155-102; one well; Williams County; seventeen wells.
  • 29486: Crescent Point Energy, Blue Ridge-Bakken, establish an overlapping 2560-acre unit sections 25/26/35/36-159-100; Williams County; one well.
  • 29487: Bowline, to recover from Wayne Denowh, Heen, file number 35588, risk penalty legalese, Williams County.
  • 29488: CLR, pooling, North Tioga-Bakken, Burke County.
  • 29489: CLR, pooling, North Tioga-Bakken, Burke County.
  • 29490: CLR, pooling, North Tioga-Bakken, Burke County.
  • 29491: CLR, commingling,
  • 29492: Grayson Mill, pooling, Hardscrabble-Bakken, Williams, McKenzie counties
  • 29493: Grayson Mill, pooling, Rosebud and/or Hardscrabble-Bakken, Williams, McKenzie counties
  • 29494: Grayson Mill, pooling, Baker-Bakken, Williams, McKenzie counties
  • 29495: Grayson Mill, pooling, Elk-Bakken, McKenzie
  • 29496: Grayson MIll, pooling, Elk-Bakken, McKenzie
  • 29497: Grayson Mill, pooling, Painted Woods-Bakken, Williams
  • 29498: Grayson Mill, pooling, Painted Woods-Bakken, Williams
  • 29499: Graysno Mill, pooling, Painted Woods-Bakken, Williams
  • 29500: Graysno Mill, pooling, Painted Woods-Bakken, Williams
  • 29501: Grayson Mill, pooling, Painted Woods-Bakken, Williams
  • 29502: Hunt Oil, Werner-Bakken, existing 1280-acre unit; Dunn County, six wells.
  • 29503: Hunt Oil, commingling,
  • 29504: McKenzie Energy Partners, SDW, Haystack Butte Field, McKenzie County
  • 29505: Henry Hill Oil Services, SWD, South Tobacco Garden Field, McKenzie County

One Well Coming Off Confidential List -- July 1, 2022

WTI: surging today. Up 2.86%; up $2.83; trading at $108.60.

  • Biden says high priced-gasoline here to stay for "as long as it takes" to defeat Putin in Ukraine
  • myth of spare capacity: everyone knows
  • $5-gasoline won't push US into recession -- Alex Kimani

MU: increases its dividend from 10 cents to 11.5 cents.

******************************
Back to the Bakken

Far Side: link here.

WTI: $108.6.

Active rigs: 44

Friday, July 1, 2022: 1 for the month, 1 for the quarter, 340 for the year 

  • 38248, conf, Ovintiv, Kramer 150-97-18-19-15H, 

RBN Energy: Supreme Court ruling introduces new regulatory uncertainty to the energy sector.

In its landmark West Virginia v. EPA decision, the Supreme Court on Thursday scaled back the powers of the Environmental Protection Agency — and, it would seem, other federal administrative agencies — to implement regulations that extend beyond what Congress specifically directed in its authorizing legislation, in this case the Clean Air Act. The ruling didn’t go as far as throwing out the long-standing deference of courts to federal agencies’ interpretations when it comes to acting under statutory law where there’s any ambiguity — the so-called “Chevron Deference” doctrine. 
But it does impose a threshold roadblock to the use of the doctrine, based on the “Major Question” doctrine. Yep, we have a duel of the doctrines here. The end result here is to hamstring the EPA and the Biden administration from reinstating emissions-limiting rules similar to the ones the Obama EPA put forth a few years ago in the “Clean Power Plan,” at least not without legislative approval. Most of the oil and gas industry and a lot of the power industry are likely to welcome the check on this particular regulatory authority, and certainly most of the oil and gas industry welcomes some restraint on the EPA in general. However, the broader implications of the ruling could make life more difficult in the near-term for industries like oil and gas that rely on a stable, or at least semi-predictable, regulatory environment for making long-term plans. In today’s RBN blog, we explain what was at stake in this case and what the decision could mean for the oil and gas industry.

Random Update Of The Enerplus Fiddle Well -- July 1, 2022

String Instrument Pad (Enerplus, Mandaree oil field).

  • 37029, drl/NC-->drl/A, Enerplus, Fiddle 149-94-02C-01H-TF, Mandaree, first production, 3/21; t--; cum 321K 5/22; FracFocus: 5.9 million gallons of water; 60% fresh water by mass; 29% produced water by mass;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
BAKKEN5-20223189428910720124047171613551
BAKKEN4-20222259545925551013040101351665
BAKKEN3-20223189659182725320156160602435
BAKKEN2-20222795989605707521414168642554
BAKKEN1-20222696389582686024050103055383
BAKKEN12-2021271222112229874427616182057249
BAKKEN11-2021281215812220100631327497331789
BAKKEN10-2021208266830376301308666871447
BAKKEN9-20212812146121787634100778501364
BAKKEN8-2021312722427143190063545031994817
BAKKEN7-20213040800409343026951953477351224
BAKKEN6-20212950901509101825163763586741527
BAKKEN5-202131533325326826383869895821324851
BAKKEN4-202123427614284352442438303102810455
BAKKEN3-2021617749171042402319523117877648

The Bakken Never Ceases To Amaze Me -- Production Data For Two Incredible CLR Wells -- July 1, 2022

A CLR Harms Federal well produces 500K bbls in one year. 

The CLR Harms Federal wells are tracked here.

The wells:

  • 37988, conf-->loc/A, CLR, Harms Federal 18-33H, Antelope, huge well, first production, 6/21, t--; cum 454K 5/22; FracFocus: 8.5 million gallons fresh water; 84% water by mass; file report not yet posted
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
SANISH5-20223127314274731101336284358840
SANISH4-20223030298302961163635894355290
SANISH3-20223136738370161399250483500800
SANISH2-20222834776345251393740928405700
SANISH1-20223143434433791662942855424540
SANISH12-20213142757426921668758829546343800
SANISH11-20213044298443492256547746473600
SANISH10-20213024631247841119627140197187164
SANISH9-20213044343441611695848532421965948
SANISH8-20213138906388981412542094398271864
SANISH7-20213146729467601952951128487361991
SANISH6-20212539903395931671241200381012818

  • 37989, conf, CLR, Harms Federal 17-33H1, Antelope, first production, 6/21; t--; cum 222K 5/22; FracFocus: 7.4 million gallons of water; 86% water by mass; file report not yet available;
PoolDateDaysBBLS OilRunsBBLS WaterMCF ProdMCF SoldVent/Flare
SANISH5-20223125126251941361139000
SANISH4-20223021103209271334320602202650
SANISH3-202231410040841791258021790
SANISH2-202228432044651826303426700
SANISH1-2022264129404024911186911356297
SANISH12-2021251052949788195087
SANISH11-202130478648874204451944090
SANISH10-2021239723980447611095810053770
SANISH9-20213031217312611541033946301453413
SANISH8-20213131566316271314533917325111003
SANISH7-20213153202529782340859535549814151
SANISH6-2021183061130326140033150931054240
SANISH5-202117057050000

US Crude Oil -- Days Supply -- EIA -- July 1, 2022

EIA is continuing to populate their data bases as they bring the system back up. 

US crude oil -- days of supply.  

Robust at 25 days but continuing to trend down.